Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$890B
AUM Growth
-$2.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,717
New
Increased
Reduced
Closed

Top Buys

1 +$1.14B
2 +$1.03B
3 +$971M
4
SHW icon
Sherwin-Williams
SHW
+$952M
5
VT icon
Vanguard Total World Stock ETF
VT
+$868M

Top Sells

1 +$6.79B
2 +$1.12B
3 +$892M
4
STZ icon
Constellation Brands
STZ
+$790M
5
MXIM
Maxim Integrated Products
MXIM
+$622M

Sector Composition

1 Technology 13.09%
2 Financials 8.27%
3 Healthcare 7.36%
4 Consumer Discretionary 6.3%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3026
$4.69M ﹤0.01%
274,077
+69,965
3027
$4.69M ﹤0.01%
480,000
+180,000
3028
$4.69M ﹤0.01%
157,004
+5,478
3029
$4.69M ﹤0.01%
322,308
+17,455
3030
$4.68M ﹤0.01%
119,002
-11,473
3031
$4.67M ﹤0.01%
474,994
+459,994
3032
$4.67M ﹤0.01%
382,714
+14,480
3033
$4.67M ﹤0.01%
103,671
+8,040
3034
$4.67M ﹤0.01%
223,379
-1,838
3035
$4.67M ﹤0.01%
93,007
-29,152
3036
$4.67M ﹤0.01%
200,122
-323
3037
$4.66M ﹤0.01%
477,545
+14,832
3038
$4.65M ﹤0.01%
69,582
+774
3039
$4.65M ﹤0.01%
169,834
+6,361
3040
$4.64M ﹤0.01%
97,451
-4,053
3041
$4.64M ﹤0.01%
21,511
-1,658
3042
$4.63M ﹤0.01%
263,244
+122,702
3043
$4.63M ﹤0.01%
466,351
+363,300
3044
$4.62M ﹤0.01%
190,803
-30,598
3045
$4.59M ﹤0.01%
462,000
3046
$4.59M ﹤0.01%
265,884
+52,651
3047
$4.59M ﹤0.01%
397,609
+25,283
3048
$4.59M ﹤0.01%
51,618
-1,543
3049
$4.58M ﹤0.01%
311,311
-7,392
3050
$4.58M ﹤0.01%
48,432
-10,629